Inhaltsverzeichnis

Alle Kapitel aufklappen
Alle Kapitel zuklappen
Preface
13
Objective of This Book
14
Target Audience
14
Structure of the Book
15
1 Structures and Master Data
17
1.1 Basic Principles
17
1.1.1 Overview of Project Structures
18
1.1.2 Custom Fields
21
1.1.3 User Interface and Roles
23
1.2 Work Breakdown Structure
26
1.2.1 Structure and Master Data
28
1.2.2 Customizing the Structure
35
1.2.3 Standard WBS
43
1.3 Network
44
1.3.1 Structure and Master Data
44
1.3.2 Customizing the Structure
55
1.3.3 Standard Networks
62
1.4 Milestones
63
1.4.1 Milestones Assigned to WBS Elements
64
1.4.2 Milestones Assigned to Activities
65
1.5 Documents
67
1.5.1 PS Texts
68
1.5.2 Integration with Document Management
69
1.6 Status
70
1.7 Editing Functions
75
1.7.1 Project Builder
76
1.7.2 Project Planning Board
81
1.7.3 Project Schedule
85
1.7.4 Special Maintenance Functions
86
1.8 Tools for Optimized Master Data Maintenance
87
1.8.1 Field Selection
87
1.8.2 Flexible Detail Screens and Table Controls
88
1.8.3 Mass Change
90
1.8.4 Substitution
92
1.8.5 Validation
94
1.8.6 Variant Configurations with Projects
96
1.8.7 Assembly Processing
98
1.9 Versions
103
1.9.1 Project Versions
103
1.9.2 Simulation Versions
106
1.10 Archiving Project Structures
108
1.11 Summary
111
2 Planning Functions
113
2.1 Date Planning
113
2.1.1 Scheduling with WBS Elements
115
2.1.2 Scheduling Using Networks
118
2.2 Resource Planning
133
2.2.1 Capacity Planning with Work Centers
133
2.2.2 Workforce Planning
140
2.2.3 Capacity Leveling
147
2.2.4 Externally Processed Activities
149
2.2.5 Services
152
2.3 Material Planning
154
2.3.1 Assigning Material Components
155
2.3.2 Project Stock
170
2.3.3 Project Manufacturing Management and Optimization
174
2.3.4 Availability Check
176
2.4 Planning Costs and Statistical Key Figures
180
2.4.1 Hierarchical Cost Planning
183
2.4.2 Unit Costing
186
2.4.3 Detailed Planning
188
2.4.4 Easy Cost Planning
192
2.4.5 Network Costing
197
2.4.6 Planned Costs of Assigned Orders
204
2.4.7 Planning Statistical Key Figures
206
2.4.8 Planning Forms Based on Table ACDOCP
206
2.5 Revenue Planning
212
2.5.1 Hierarchical Planning
212
2.5.2 Detailed Planning
212
2.5.3 Billing Plan
213
2.5.4 Sales Pricing
215
2.6 Summary
220
3 Budget
221
3.1 Budgeting Functions in Project System
222
3.1.1 Original Budget
223
3.1.2 Budget Updates
226
3.1.3 Budget Release
229
3.1.4 Budget Carryforward
231
3.1.5 Availability Control
232
3.2 Integration with Investment Management
238
3.3 Summary
245
4 Project Execution
247
4.1 Actual Dates
248
4.1.1 Actual Dates of WBS Elements
248
4.1.2 Actual Dates of Activities
249
4.1.3 Actual Dates of Milestones
251
4.2 Account Assignment of Documents
252
4.2.1 Commitments Management
253
4.2.2 Manual Account Assignment
256
4.2.3 Execution Services
257
4.3 Confirmations
259
4.3.1 Individual Confirmations
267
4.3.2 Collective and Summary Confirmations
268
4.3.3 Cross-Application Time Sheet
269
4.4 External Procurement of Services
273
4.4.1 Externally Processed Activities
273
4.4.2 Services
275
4.5 Material Procurement and Delivery
277
4.5.1 Material Procurement Processes
277
4.5.2 Delivery from Project
284
4.5.3 ProMan
286
4.6 Billing
289
4.6.1 Milestone Billing
289
4.6.2 Resource-Related Billing
292
4.7 Project Progress
295
4.7.1 Milestone Trend Analysis
295
4.7.2 Progress Analysis
297
4.7.3 Progress Tracking
305
4.8 Claim Management
308
4.9 Summary
312
5 Period-End Closing
313
5.1 Processing Types
314
5.2 Revaluation at Actual Prices
317
5.2.1 Prerequisites for Revaluation at Actual Prices
318
5.2.2 Executing the Revaluation at Actual Prices
319
5.2.3 Dependencies of the Revaluation of Actual Prices
319
5.3 Overhead Rates
320
5.3.1 Prerequisites for the Allocation of Overhead Rates
320
5.3.2 Executing the Application of Overhead
322
5.4 Template Allocations
323
5.4.1 Prerequisites for Template Allocation
324
5.4.2 Executing Template Allocation
326
5.5 Interest Calculation
327
5.5.1 Prerequisites for Interest Calculation for Projects
328
5.5.2 Executing the Interest Calculation for Projects
333
5.6 Results Analysis
335
5.6.1 Prerequisites for the Results Analysis
340
5.6.2 Executing the Results Analysis
348
5.6.3 Event-Based Revenue Recognition
349
5.7 Project-Related Incoming Orders
351
5.7.1 Prerequisites for Project-Related Incoming Order Determination
353
5.7.2 Executing the Project-Related Sales Order Determination
355
5.8 Cost Forecast
357
5.8.1 Prerequisites for and Restrictions of the Cost Forecast
359
5.8.2 Executing and Evaluating the Cost Forecast
360
5.9 Settlement
361
5.9.1 Prerequisites for Project Settlements
362
5.9.2 Executing Project Settlements
370
5.9.3 Settlement of Investment Projects
373
5.9.4 Project Settlement Dependencies
375
5.10 Summary
376
6 Reporting
377
6.1 Project Information System: Structures and Overview Apps
378
6.1.1 Structure/Project Structure Overview
382
6.1.2 Individual Overviews
387
6.1.3 Overview Apps
389
6.2 Project Information System: Financials
391
6.2.1 Hierarchy Reports
392
6.2.2 Cost Element Reports
399
6.2.3 Line-Item Reports
405
6.2.4 SAP Fiori Reports and Analytical Apps
407
6.2.5 PS Cash Management
410
6.3 Logistical Reports
416
6.3.1 Purchase Requisitions and Purchase Orders for Projects
416
6.3.2 Material Reports
418
6.3.3 Capacity Reports
419
6.4 Project Summarization
425
6.5 Summary
430
7 Integration Scenarios
431
7.1 Portfolio and Project Management
432
7.1.1 Project Management
432
7.1.2 Portfolio Management
439
7.2 Commercial Project Management
445
7.2.1 Project Cost and Revenue Planning
445
7.2.2 Project Issue and Change Management
447
7.2.3 Project Workspace
449
7.3 Enhancements on SAP Business Technology Platform
452
7.3.1 Collaborative Project Management
453
7.3.2 Resource Management
455
7.4 Summary
457
A Selected Interfaces in Project System
461
B Selected Project System Database Tables
465
C Transactions and Menu Paths
467
C.1 Structures and Master Data
467
C.1.1 Transactions in the SAP Menu
467
C.1.2 Customizing Activities
468
C.2 Planning Functions
471
C.2.1 Transactions in the SAP Menu
471
C.2.2 Customizing Activities
473
C.3 Budget
475
C.3.1 Transactions in the SAP Menu
475
C.3.2 Customizing Activities
476
C.4 Project Execution
476
C.4.1 Transactions in the SAP Menu
476
C.4.2 Customizing Activities
478
C.5 Period-End Closing
479
C.5.1 Transactions in the SAP Menu
479
C.5.2 Customizing Activities
480
C.6 Reporting
481
C.6.1 Transactions in the SAP Menu
481
C.6.2 Customizing Activities
483
D The Authors
485
Index
487